SUMMARY

The Controller is responsible for applying GAAP and FASB standards, working in compliance with non-profit and diocesan rules and regulations. This role leads the annual audit preparation and fund management system ensuring appropriate accounting controls. Supports CFO by conducting financial analysis and preparing accurate and timely internal and external financial reports and statements. This position requires working with diocesan departments and entities.

The Diocese of Orlando and The Catholic Foundation of Central Florida core values lay the foundation for the work performed by our employees.

The Diocese of Orlando values:

1. Authenticity: Conviction that God has called us to reflect exteriorly our inner life of faith in our daily living.
2. Respect: Affirming each person’s God-given dignity and uniqueness.
3. Courage: Inspired by this gift of the Holy Spirit, we proclaim and live the Word of God fearlessly and devotedly.
4. Commitment: Individually and collectively, we are steadfast to the team and its purpose.

The Catholic Foundation of Central Florida values:

1. Faith-filled passion: We nurture our faith to inspire others to transform lives through charitable giving.

2. Collaboration: Through partnerships, we leverage community resources to maximize impact.

3. Stewardship: We recognize that all gifts are from God and we are called to honor donor intentions and use prudence to return gifts with increase. 

4. Transparency: We are open and honest in our communications to provide access to information. 

5. Servant Leadership: We listen and learn from our community and invest in initiatives to meet their needs.

6. Impact: We engage donors in serving the needs of our community and advancing ministries of the Catholic Church.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties which may be assigned: 

· Prepares accounts payable, cash receipts transactions, and standardized journal entries for review by the Vice President, CFO. 

· Monthly closing of fund system, including allocation of monthly investment return, distributions, fee assessments and communication with partners and donors.

· In a timely manner completes complex monthly bank account, gift, and credit card reconciliations, including accruals and closing journal entries, of balance sheet and income statement accounts and researches and resolves discrepancies. 

· Maintains fixed asset records, including labeling all purchased assets, assigning proper depreciation methods, and recording journal entries for acquisition and associated expenses.

· Assists Foundation team with monthly payroll labor allocations and prepares resulting journal entries.

· Print Operating and Investment account checks.

· Serves as Foundant fund management system internal expert.

· Maintain the Foundation’s general ledger including oversight of all accounting entries. 

· Assist the Vice President, CFO in issuing timely and complete financial reports, including GAAP based financial statements, financial and operational management reports, and ad hoc reporting as required.

· Maintain a system of internal controls over accounting transactions.

· Coordinates processes and information between internal roles as well as diocesan departments and entities as needed.

· Maintain a documented system of accounting policies and procedures.

· Maintain the accounting source documents.

· Assist the Vice President, CFO in preparing as needed ad-hoc financial analysis for CFOCF leadership team.

· Assists the Vice President, CFO taking a lead role in annual audit preparation, including preparation of requested audit schedules, footnotes, disclosures and other materials.

· Monitors cash flow and advises CFO of recommended actions with projections/forecasts for existing and new programs.

· Assists the Vice President, CFO by creating materials for the Board of Directors, Committees, Advisory Councils and Members as requested.

· Maintains confidentiality of financial, contract and donor information.

· Provides backup for other accounting personnel as needed.

· Embraces the Foundation’s mission and vision and is an example of the organizational values. 

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

· Bachelor’s degree in accounting; Master’s degree in accounting or business administration preferred;

· Certified Public Accountant preferred; 

· Minimum of ten years experience including a minimum of five years experience with a public accounting firm, national firm experience preferred and community or Catholic foundation or nonprofit accounting experience preferred;

· Accounting system and donor database system experience with Foundant experience preferred;

· Advanced expertise in Microsoft Office applications;

· Fund Management software preferred; Foundant experience a plus;

· Experience with audit preparation;

· Strong quantitative and technological skills including modeling;

· Knowledge of corporate business ethic and value models;

· Knowledge of IRS taxing requirements for not-for-profit organizations;

· Professional communications and interpersonal skills; bilingual (Spanish) preferred;

· Ability to work in a fast-paced environment;

· High level of discretion and ethical approach to fundraising, including adherence to Canon 1262 and the Donor Bill of Rights especially with confidential information;

· Ability to travel local and Diocesan-wide and work evenings and weekends as required for special events, meetings, travel, etc. 

· Knowledge of the Catholic Church structure, operations and finance preferred.

CATHOLIC FAITH

Requires an appreciation and respect for the Catholic Church and its teachings. Employees must conduct themselves in a manner that is consistent with and supportive of the mission and purpose of the Church. Their public behavior must not violate the faith, morals or laws of the Church or the policies of the Diocese.

LANGUAGE SKILLS

Ability to read, analyze, and interpret common journals, articles, and periodicals. Must have outstanding problem-solving skills. Excellent communication and interpersonal skills required with skill in writing grammatically correct business correspondence. Ability to make oral group presentations and skill in speaking with persons of various social, cultural, economic and educational background.

MATHEMATICAL SKILLS

Ability to apply routine mathematical concepts such as addition, multiplication, and division with skill in computing ratios, rates and percentages. Knowledge of descriptive statistics such a measures of dispersion.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions.

PHYSICAL REQUIREMENTS

Position requires walking, sitting for extended periods of time, bending, stretching, and stooping. Repeated use of hands, fingers, wrists, and arms. Must be able to see up close as well as from afar. Job incumbent must also possess the ability to hear and communicate both verbally and in writing, in person and via telephone and electronic communications.